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Bryce Moody

@Congress Asset Management Co

Latest period2024 - Q3ReportedManaged Assets$14.667BTotal holdings357
Assets growth rate5.11%Assets growth rate (2-Q avg)2.32%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Congress Asset Management Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 357 positions.

Assets under management

The assets under management (AUM) of Congress Asset Management Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 14.667B in assets, with a quarterly growth rate of 5.11% and a 2-quarter average growth rate of 2.32%. The portfolio is managed by Bryce Moody, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NFLXNetflix Inc Com
Recent Activity
Increased 7.53%
0.65%
$94.845M
133,722 shares@ $709.27 avg price
STRLSterling Infrastructure Inc
Recent Activity
Increased 19.15%
0.65%
$93.962M
647,924 shares@ $145.02 avg price
VRTXVertex Pharmaceuticals Inc Com
Recent Activity
Increased 3.81%
0.6%
$87.705M
188,580 shares@ $465.09 avg price
CRMSalesforce Inc Com
Recent Activity
Increased 13.34%
0.57%
$82.179M
300,242 shares@ $273.71 avg price
UFPTUfp Technologies Inc
Recent Activity
Increased 0.41%
0.54%
$78.004M
246,303 shares@ $316.7 avg price
CVLTCommvault Systems Inc
Recent Activity
Increased 29.37%
0.52%
$75.719M
492,162 shares@ $153.86 avg price
CSWICsw Industrials Inc
Recent Activity
Increased 3.78%
0.51%
$74.616M
203,651 shares@ $366.4 avg price
OLLIOllies Bargain Outlt Hldgs Inc
Recent Activity
Increased 12.09%
0.46%
$66.153M
680,590 shares@ $97.2 avg price
LMATLemaitre Vascular Inc
Recent Activity
Increased 2.65%
0.45%
$65.888M
709,316 shares@ $92.9 avg price
BMIBadger Meter Inc
Recent Activity
Increased 2.78%
0.44%
$64.437M
295,027 shares@ $218.42 avg price